CFA Institute Features Panthera Research on Global Capital Stock

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The CFA Institute features our latest research update on the Global Capital Stock. Always an honor to see meaningful work recognized, especially when collaborating with talented colleagues like Andrea Vacchino and Nithunraj Periasamy. A heartfelt thanks to Cathy Scott (CFA for her invaluable guidance and dedication in shaping our findings into an engaging read.

Read Article > From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment

Imagine having a precise map of the global universe of assets—a tool that could revolutionize your approach to strategic asset allocation. This is the essence of the Global Capital Stock, a measure representing the world’s assets valued at USD 795 trillion (2023). It offers the most neutral and comprehensive foundation for constructing multi-asset portfolios.

At Panthera Solutions, we embarked on this research journey in 2014. Since then, our findings have been published twice in the Journal of Portfolio Management, and we remain committed to refining data sources, enhancing measurement techniques, and deepening interpretations. This ongoing effort has culminated in the insights shared in this latest article. Evidence-based decision-making demands a clear understanding of the market landscape and its inherent dynamics. Our work continues to contribute to this essential pursuit.